Estes Financial Services Inc Careers in Dallas, TX

Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts. Not only does Estes Financial provide their clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach but they also work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk. Tim and the Estes Financial firm do not associate themselves with the big Wall Street wirehouse, but instead take a very educational approach to helping their clients with monthly workshops and individual coaching throughout the Dallas and Fort Worth areas. Specialties Wealth management, Investor coaching, Retirement planning & preparation, Insurance planning, Estate plan